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302 West Broadway Suite 9, Polk City, IA 50226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-11-25 |
Branch Locations
302 West Broadway Suite 9, Polk City, IA 50226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dawson & Bertran Investment Advisors | Webster City | IA | 01/2021 | 12/2022 |
| Community And Family Resources | Webster City | IA | 08/2017 | 12/2020 |
| The Lumber Shack | Webster City | IA | 05/2019 | 09/2019 |
| Hy-Vee Food Stores | Webster City | IA | 06/2015 | 08/2017 |
| Primelife Llc | Webster City | IA | 08/2016 | 08/2017 |
| Webster City Schools | Webster City | IA | 08/2018 | Present |
| Dawson & Bertran Investment Advisors | Webster City | IA | 01/2023 | 11/2025 |
| Van Diest Capital | Webster City | IA | 11/2025 | Present |
1) WEBSTER CITY SCHOOLS POSITION: Coach NATURE: This is a local school. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2018
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
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